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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,212 | $169,361-30.8% | $129,397-9.4% | $145,877-19.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.19% | 14395.54%-14379.4pp | 9453.98%-9437.8pp | 551.28%-535.1pp |
| Employer contribution / active EE | $9,767 | $5,542+76.2% | $4,154+135.1% | $4,663+109.4% |
| Participant deferral / active EE | $15,672 | $4,987+214.2% | $4,167+276.1% | $6,691+134.2% |
| Admin fee / account holder | $2,243 | $9,903-77.4% | $7,679-70.8% | $13,402-83.3% |